AFFINITY WEALTH MANAGEMENT LLC XMMO Holdings History
AFFINITY WEALTH MANAGEMENT LLC's Invesco S&P MidCap Momentum ETF Holding Summary
As of 2025-03-31, AFFINITY WEALTH MANAGEMENT LLC held 319,611.00 shares of Invesco S&P MidCap Momentum ETF(XMMO), totaling $36.36 Mil. This investment constitutes 6.74% of their stock portfolio, and AFFINITY WEALTH MANAGEMENT LLC now holds 1.06% of the outstanding Invesco S&P MidCap Momentum ETF(XMMO) stock.
The initial trade took place in 2020Q3. And since then AFFINITY WEALTH MANAGEMENT LLC has made 7 purchases of XMMO, at an average price of $88.44, for a total of 668,622.00 shares. In addition, there have been 2 sales at an average price of $84.00 for 349,011.00 shares. Based on historical transaction data and XMMO's current price of $130.62, AFFINITY WEALTH MANAGEMENT LLC's estimated gain on his XMMO holdings is $11.94 Mil, reflecting a 20.19% gain to date.
AFFINITY WEALTH MANAGEMENT LLC XMMO ($130.62) Holding Chart
AFFINITY WEALTH MANAGEMENT LLC XMMO ($130.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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